Strategy Note /
Nigeria

Stocks that will prosper in a food price spike

  • Food prices have risen 23% ytd. Several food items are at their highest since 2008

  • We identify the EM stock market proxies for a rise in food prices

  • Potential winners include Unilever Nigeria, Patum Rice and WH Group

Stocks that will prosper in a food price spike
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
8 November 2021
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